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Tax Services Specialist

Vacancy Details

Reference No.

CS-42439

Synopsis

An established advisory and administration firm is currently seeking an in individual to assume the role of Tax Services Specialist. The successful incumbent will be responsible for managing the organisations regulatory tax reporting requirements to SARS as well as various stakeholders within the transfer agency business.

Description

  • Ensure PAYE monthly, bi-annual and annual reconciliations and payments.
  • Manage the reconciliation and submission of annual IRP5 Certificates and Ad Hoc Tax Certificates.
  • Oversee DWT monthly, bi-annual and annual reconciliation, payment and submission to SARS.
  • Oversee IWT monthly, bi-annual and annual reconciliation, payment and submission to SARS.
  • Compile and submit SARS submission files on a bi-annual and annual basis for IT3 related reporting.
  • Compile and submit SARS submission files on a bi-annual and annual basis for RA Contributions.
  • Carry out annual CGT deductions and payments and related reporting requirements.
  • Conduct annual FATCA and CRS reporting.
  • Liaise with SARS, Clients and Operations teams regarding reporting queries and issues.
  • Conduct IT88 and ITA88 payments and reconciliation.
  • Client corrections/queries performed on the Core Administration system (Flexcube).
  • Involvement in annual audits.
  • Apply for new Tax Types via E-filing and just emphasis of experience in E-filing for Organisations.
  • Oversee i-Tax directive applications and Tax Certificates creation and allocations.
  • Conduct monthly Four Funds Tax reporting.

Requirements

  • Relevant tertiary qualification, or studying towards one.
  • Knowledge of the unit trust, long-term insurance and retirement fund business, specifically LISP administration.
  • Knowledge of legislative requirements specific to LISP and Unit Trust administration.
  • Knowledge of tax laws in general for investment, retirement fund and insurance related products, in particular CGT, FFT, DWT and IWT.
  • Knowledge of the SARS reporting requirements for FATCA, DWT, IWT, IT3 and INS.

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type

Permanent

Work Level

Senior

Salary

Market Related

Industry

Accounts

Salary Type

Annually

Package

Cost To Company

Affirmative Action

Yes

Geographic Location

Western Cape - Cape Town CBD